AI Agent

Overview

The Corebill AI Agent is a built-in conversational assistant powered by Claude that lets you manage your entire billing workflow using natural language. Instead of navigating menus and filling forms, just describe what you need and the agent handles it.

The AI Agent is available directly inside the Corebill dashboard, accessible from the sidebar or as a full-page experience. It understands your company context, catalog, customers, and financials to provide accurate, actionable responses.

Getting Started

1. Log in to Corebill
2. Select a company from the sidebar
3. Click AI Agent in the left navigation
4. Start typing in natural language

The agent automatically knows your company, currency, catalog items, and customers. No additional setup is required.

Capabilities

The AI Agent has access to 24 tools across 5 categories:

Customers

Invoices

Quotes

Items (Catalog)

Analytics

Smart Catalog Lookup

When you mention a service or product by name, the agent automatically searches your catalog first. If the item exists, it uses the correct price, name, and description instead of asking you for details.

For example, if you say:

"Create an invoice for Acme Corp for the Business Plan"

The agent will search your items catalog for "Business Plan", find the matching item with its price, and create the invoice automatically.

Supported Models

You can switch models from the model selector in the chat interface.

Example Queries

Revenue and Analytics

• "What's my total revenue for 2026?"
• "How much revenue did I make this year compared to last year?"
• "Show me my revenue for the last 3 months"
• "How many invoices are overdue right now?"
• "What's my outstanding balance across all invoices?"
• "Give me a summary of my invoice stats"

Customers

• "List my top 5 customers by revenue"
• "Show me all customers from the United Kingdom"
• "Give me a summary of Nexus Digital Solutions"
• "Search for customers named Kim"
• "How many active customers do I have?"
• "Who has overdue invoices?"

Invoices

• "Show me all overdue invoices"
• "Create an invoice for Brightwave Studio for a Website Development project at $3,500"
• "What invoices are pending payment?"
• "Show me invoice INV-2026-000056"
• "Record a payment of $3,500 for invoice INV-2026-000060"
• "Send invoice INV-2026-000055 to the customer"
• "List all draft invoices"
• "How many invoices did I send this month?"

Quotes

• "Show me all approved quotes"
• "Create a quote for Cloud Bridge Solutions for a Mobile App Development at $8,500"
• "How many quotes are still pending approval?"
• "Convert quote QUO-2026-00020-1 to an invoice"
• "List all expired quotes"
• "Search quotes for Ironwood Development"

Items and Catalog

• "What services do I have in my catalog?"
• "Search for subscription plans"
• "Show me all my items with their prices"
• "Add a new service called Data Migration at $3,000"

Conversational

• "I need to bill Pacific Trade Corp for an API Development project"
• "What's the status of my business this month?"
• "Help me create a quote for a new website project for Berlin Quantum Research"
• "Which customers haven't paid their invoices on time?"

Conversation History

All conversations are saved and accessible from the sidebar. You can:

• Create new conversations for different topics
• Rename conversations for easy reference
• Switch between conversations to resume previous work
• Delete conversations you no longer need

The agent maintains full context within a conversation, so you can have multi-step interactions like:

 1You: Show me all overdue invoices
 2Agent: [Shows 8 overdue invoices with details]
 3
 4You: Send a reminder to the first one
 5Agent: [Sends invoice to the customer]
 6
 7You: Now record a payment for the second one, $3,500 via bank transfer
 8Agent: [Records the payment and updates the invoice status]

Access Points

The AI Agent is available in two formats:

• Full page: Navigate to AI Agent in the company sidebar for a dedicated chat experience with conversation history in the left panel
• Sidebar panel: Click the AI button in the header for a quick-access panel that overlays your current page

Language Support

The agent responds in the same language you write in. You can interact in English, Spanish, or any other language and the agent will match your language.

AI Agent vs MCP Server

Corebill offers two AI-powered interfaces. See the MCP Server documentation for the external integration option.